WLPWM
DFS

Walled Lake Planning & Wealth Management’s Discover Financial Services DFS Stock Holding History

Walled Lake Planning & Wealth Management’s Portfolio DFS Stock Details DFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-108
Closed -$4K – 340
2020
Q1 		$4K Hold
108
– – ﹤0.01% 243
2019
Q4 		$9K Buy
+108
New +$8.91K 0.01% 204

Other funds holding DFS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Walled Lake Planning & Wealth Management's DFS Position: Q2 2020 in Review

Walled Lake Planning & Wealth Management sold out of Discover Financial Services (DFS) in Q2 2020, closing a stake of 108 shares — an estimated $4K sold.

Walled Lake Planning & Wealth Management first reported a position in DFS in Q4 2019 and held it in 2 quarters. The position peaked at $9K in Q4 2019. 742 funds tracked by Wall St. Rank hold DFS as of Q2 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Discover Financial Services position as of Q2 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 108 Discover Financial Services shares in Q2 2020, an estimated $4K.
  • Walled Lake Planning & Wealth Management first reported a position in Discover Financial Services in Q4 2019 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Discover Financial Services position peaked at $9K in Q4 2019.
  • 742 funds tracked by Wall St. Rank held Discover Financial Services as of Q2 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q2 2020, filed 18 Aug 2020.